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Sunbelt Securities’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Sunbelt Securities’s Portfolio PSP Stock Details PSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-39
Closed -$2.66K – 1907
2024
Q3 		$2.66K Hold
39
– – ﹤0.01% 1563
2024
Q2 		$2.38K Hold
39
– – ﹤0.01% 1521
2024
Q1 		$2.57K Hold
39
– – ﹤0.01% 1479
2023
Q4 		$2.43K Hold
39
– – ﹤0.01% 1440
2023
Q3 		$2.02K Hold
39
– – ﹤0.01% 1483
2023
Q2 		$2.06K Buy
+39
New +$2.02K ﹤0.01% 1445

Other funds holding PSP

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sunbelt Securities's PSP Position: Q4 2024 in Review

Sunbelt Securities sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2024, closing a stake of 39 shares — an estimated $2.66K sold.

Sunbelt Securities first reported a position in PSP in Q2 2023 and held it in 6 quarters. The position peaked at $2.66K in Q3 2024. 90 funds tracked by Wall St. Rank hold PSP as of Q4 2024.

  • Sunbelt Securities reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 39 Invesco Global Listed Private Equity ETF shares in Q4 2024, an estimated $2.66K.
  • Sunbelt Securities first reported a position in Invesco Global Listed Private Equity ETF in Q2 2023 and held it in 6 quarters.
  • Sunbelt Securities's Invesco Global Listed Private Equity ETF position peaked at $2.66K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.